Disciplined Investing,
Relevant Advice

KJ Harrison’s vision is to be the most relevant private client firm in Canada for high net worth families, centered on outstanding investing and strategic advice, where clients are treated like partners.

We fulfill our vision through five core values:

Our clients are our partners.

Our promise to our clients is to be as careful and sensible with your money as we are with our own and to treat you as partners.

Fiduciary mindset.

We place the highest priority on protecting our client-partner interests over and above our own.

Advice, not product driven.

We focus solely on the unique goals and needs of our client-partners by helping them articulate their own definition of financial success. In doing so, we act as a strategic partner, rather than through a product-oriented relationship, in our commitment to attaining these goals.

We can’t predict, but we can prepare.

We accept the fact that we don’t know what the future holds. Therefore, our investment strategies are carefully designed so clients can thrive in all types of economic and financial market environments. We pay particular attention to protecting our client’s emotional and financial capital during bear phases, through our disciplined investment & risk management approach (“CISSEMT”).

We are completely committed to the success of our clients.

Our business practices are continually focused on contributing to the achievement of our clients’ objectives. This includes the ongoing investment in people, relevant mandates and technology with the goal of providing excellence in investing, advice, service and reporting.